Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Mutual of America MoA Retirement Income Fund in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMMIT PLASTICS, INC. EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC. | SUMMIT MS | 276 | $19.1M | $1.7M |
| 2 | DAVID AND MARGARET HOME, INC. DAVID & MARGARET HOME. INC. 401(K) RETIREMENT PLAN | LA VERNE CA | 192 | $6.1M | $1.3M |
| 3 | SUNSHINE HOMES, INC. EMPLOYEE BENEFIT PLAN OF SUNSHINE HOMES, INC. |
RED BAY AL |
| 325 |
| $7.3M |
| $761K |
| 4 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $394K |
| 5 | KIDS AND COMPANY OF LINN COUNT KIDS AND COMPANY OF LINN COUNTY 403(B) PLAN | LEBANON OR | 110 | $4.7M | $334K |
| 6 | EAGLE MOUNTAIN CASINO EAGLE MOUNTAIN CASINO 401(K) PROFIT SHARING PLAN | PORTERVILLE CA | 816 | $13.4M | $327K |
| 7 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $233K |
| 8 | LEGAL AID SOCIETY OF SUFFOLK C 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID SOCIETY OF SUFFOLK COUNTY, INCORPORATED | CENTRAL ISLIP NY | 201 | $57.7M | $177K |
| 9 | WHITEBRIDGE PET BRANDS, LLC WHITEBRIDGE PET BRANDS, LLC 401(K) PLAN | ST. LOUIS MO | 128 | $5.2M | $163K |
| 10 | SANDHILLS MEDICAL FOUNDATION SANDHILLS MEDICAL FOUNDATION RETIREMENT PLAN | CAMDEN SC | 173 | $4.5M | $126K |
